+320.2%
HIMS vs EQT
+34.2%
+286.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.3% | -2.0% |
| 7D | -1.4% | -1.2% | -0.2% | -0.8% |
| 30D | -10.1% | +1.1% | -11.1% | -10.7% |
| 3M | -1.2% | +4.8% | -6.0% | -4.8% |
| 6M | +16.9% | -10.6% | +27.5% | +22.7% |
| YTD | -15.5% | +3.4% | -18.9% | -19.5% |
| 1Y | -42.6% | +8.7% | -51.2% | -47.3% |
| All | +320.2% | +34.2% | +286.0% | +268.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling